Q4 2023 Holdings
Filed 2024-01-26 | 9 holdings | $154.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Floor & Decor Hldgs Inc(FND) | CL A | 339750101 | $30.7M | 275,000 | 19.9% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $27.4M | 352,000 | 17.8% |
| RH(RH) | COM | 74967X103 | $23.3M | 80,000 | 15.1% |
| Appfolio Inc(APPF) | COM CL A | 03783C100 | $21.1M | 122,000 | 13.7% |
| Cloudflare Inc(NET) | CL A COM | 18915M107 | $12.7M | 153,000 | 8.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $10.9M | 29,000 | 7.1% |
| Atlassian Corporation(TEAM) | CL A | 049468101 | $9.8M | 41,000 | 6.3% |
| Duolingo Inc(DUOL) | CL A COM | 26603R106 | $9.6M | 42,500 | 6.2% |
| Procore Technologies Inc(PCOR) | COM | 74275K108 | $8.8M | 127,500 | 5.7% |